Financial Horizons Overview
- Founded
-
1990
- Status
-
Acquired/Merged
- Employees
-
220
- Latest Deal Type
-
M&A
- Financing Rounds
-
2
- Investments
-
14
Financial Horizons General Information
Description
Provider of insurance and financial services intended to support independent financial advisor to Canadian customers. The company offers insurance, investments, group benefits and succession planning to respond quickly to advisor's inquiries and needs in the financial service industry throughout Canada.
Contact Information
Website
www.financialhorizons.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Insurance Brokers
Other Industries
Other Insurance
Other Financial Services
Parent Company
Primary Office
- 112-22 Frederick Street
- Kitchener, Ontario N2H 6M6
- Canada
+1 (519) 000-0000
Financial Horizons Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Financial Horizons Executive Team (8)
Financial Horizons Board Members (3)
| Name | Representing | Role | Since |
|---|---|---|---|
| 000000 00000000 | Genstar Capital | Board Member | 000 0000 |
| 00000 00000000 | Genstar Capital | Board Member | 000 0000 |
| 0000 00000 | Genstar Capital | Board Member | 000 0000 |
Financial Horizons Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Financial Horizons Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Financial Horizons Investments & Acquisitions (14)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000 0000000 | 01-Feb-2018 | 0000000000 | Other Financial Services | 0000 0000 | |
| 0000000000 | 01-Mar-2017 | 0000 00000 | 00000 | Business/Productivity Software | |
| 000000 000000 | 02-Feb-2017 | 0000000000 | Consulting Services (B2B) | 0000 0000 | |
| 000000 000000 | 01-Jan-2016 | 0000000000 | Insurance Brokers | 0000 0000 | |
| Excel Private Wealth | 19-Jun-2015 | Merger/Acquisition | Asset Management | 0000 0000 |
Financial Horizons Subsidiaries (3)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Belec & Company | Other Financial Services | Edmonton, Canada | 1999 |
| 000000 000000000 0 | Insurance Brokers | Sainte-Thérèse, Canada | 0000 |
| 00000 0000000 0000 | Asset Management | Sherbrooke, Canada |